Fee-Only Financial Planners in:
Pennsylvania

These Pennsylvania Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Pennsylvania Financial Planners

Tools & Tips

Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.

NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Alan Schapire, MBA, CPA/PFS, CFP®
Convergent Financial Strategies
Wayne PA, Philadelphia PA
Alan Schapire is a Fee-Only Financial Planner located in Wayne, PA and serving clients nationwide.
Glenn Meyer, CFP®, CLU®, ChFC®, CPA
GDM Advisory Group, Ltd.
Jenkintown PA
Fee-Only Financial Advisor serving Jenkintown, PA area.
Carl Nadwodny, CFA
Convergent Financial Strategies
Wayne PA, Philadelphia PA
Carl Nadwodny is a Fee-Only Financial Planner located in Wayne, PA and serving clients nationwide.
Monica Garver, CPA, CFP®, AIFA, CDFA™
RTD Financial Advisors, Inc.
Johnstown PA
Fee-Only Financial Planner serving the Johnstown, PA area.
Michael Smith, CFP®
RTD Financial Advisors, Inc.
Atlanta GA, Philadelphia PA, Bonita Springs FL, Mt. Laurel NJ, West Chester PA, Johnstown PA
Fee-Only Financial Planner with offices in Philadelphia, Atlanta, Bonita Springs (FL), Mt. Laurel (NJ), West Chester and Johnstown (PA)
John Hochschwender, CFP®, MBA
RTD Financial Advisors, Inc.
Philadelphia PA, West Chester PA
Fee Only Financial Planner Located in Philadelphia, PA and Serving Clients Nationwide
Patricia Sperduto, CFP®, MBA, AIF®
Meyer Capital Group
Marlton NJ, Philadelphia PA, Wilmington DE
An Independent Fee-Only Advisor serving the NY, NJ, PA and DE areas.
Michael Whitehead, CFA, CFP®
Hutchison Whitehead Wealth Management, LLC
Canonsburg PA
Fee-Only Financial Planner serving the Canonsburg, PA area.
David Emery, CFP®, CDFA™
Marshall Financial Group
Doylestown PA
Fee-Only Financial Planner located in Doylestown, PA and serving the greater Philadelphia area
Paula Nangle, CFP®
Marshall Financial Group
Doylestown PA
Fee-Only Financial Planner serving the Doylestown, PA area.
Timothy Decker, AIF, PPC
ISI Financial Group, Inc.
Lancaster PA, Harrisburg PA, Allentown PA, Mechanicsburg PA, Middletown PA, State College PA, Wyomissing PA, York PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Worldwide
Donald DeMuth, CHBC, CPA/PFS, MBA
Mighty Oak Strong America Investment Company
Mechanicsburg PA
Fee Only Financial Planner Located in Mechanicsburg, PA and Serving Clients Nationwide
Jeffrey Broadhurst, CFP®, CFA®, MBA
Broadhurst Financial Advisors, Inc.
West Point PA, Philadelphia PA
Fee-Only Planner serving Philadelphia and the eastern PA area
John Augenblick, CFP®, MBA
Rockwood Wealth Management
New Hope PA
Fee-Only Financial Advisor serving New Hope, Bucks County, PA area.
Lynn Evans, CFP®
Northeastern Financial Consultants, Inc.
Clarks Summit PA, Scranton PA
Fee-Only Financial Advisor Serving the Entire Northeast US
Richard Durso, CFP®, AEP®
RTD Financial Advisors, Inc.
Philadelphia PA
Fee-Only Financial Planner serving the Philadelphia, PA area.
Michael Garry, CFP®, MBA, JD
Yardley Wealth Management
Newtown PA, Doylestown PA, Washington Crossing PA, New Hope PA, Pennington NJ, Princeton NJ
Michael J. Garry, CFP®, JD/MBA, is an independent Financial Advisor located in Newtown, PA and serving the entire Doylestown area.
William Suplee, CFA, CFP®, ChFC®, AIF®, CASL®
Structured Asset Management, Inc.
Berwyn PA, Malvern PA, Wayne PA, King of Prussia PA, Valley Forge PA
Lita Pelko, CFP®, CRPC®
Rodgers & Associates
Lancaster PA, Allentown PA, Harrisburg PA, Mechanicsburg PA, Middletown PA, Philadelphia PA, State College PA, York PA, Carlise PA, Hershey PA, Hershey PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Nationwide
Allen Osgood Jr., CFP®
Financial Freedom, LLC
York ME, Cincinnati OH, Beavercreek OH, Malvern PA, Sarasota FL
Providing Fee-Only Wealth Management Services
C. Bradley Bond, CFP®, CFA, AIF®
C. B. Bond Financial Planning
Export PA
Fee Only Financial Planner serving the greater Pittsburgh, PA region and clients across the country through virtual services
Lou Stanasolovich, CFP®
Legend Financial Advisors, Inc.®
Pittsburgh PA
Legend Financial Advisors, Inc.® (Legend) is a Non-Commission, Fee-Only investment advisory firm.
Keith McGowan, CFP®
American Advisors, LLC
Newtown PA
Fee-Only Financial Planner serving the Newtown, PA area.
Russ Weiss, CFP®
Marshall Financial Group
Doylestown PA
Fee-Only Financial Planner serving the Doylestown, PA area.
Rick Rodgers, CFP®, CRPC®, CRC®
Rodgers & Associates
Lancaster PA, Allentown PA, Harrisburg PA, Mechanicsburg PA, Middletown PA, Philadelphia PA, State College PA, York PA, Carlise PA, Hershey PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Nationwide
Chip Addis
Addis & Hill, Inc.
Wayne PA
Fee-Only Wealth Adviser located in Wayne, PA and serving the greater Philadelphia, PA area
Vincent Barbera, CFP® MSFS
Newbridge Wealth Management
Berwyn PA
Fiduciary embracing Fee-Only Financial Planner serving clients Nationwide.
Brian Booth, CFP®, MS
Rockwood Wealth Management
New Hope PA, Annapolis MD
Fee Only Financial Planner Located in New Hope, PA & Annapolis, MD. Serving Clients Nationwide
Michael Helveston, CFP®, CRPC®
Rodgers & Associates
Lancaster PA, Allentown PA, Harrisburg PA, Mechanicsburg PA, Middletown PA, Philadelphia PA, State College PA, York PA, Carlise PA, Hershey PA, Hershey PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Nationwide
Carl Emerick, CFP®, CPA, MS
Emerick Financial Planning, LLC
Pittsburgh PA
Fee-Only Financial Advisor serving the Pittsburgh, PA area.
Diane Pearson, CFP®, PPC™, CDFA™
Legend Financial Advisors, Inc.®
Pittsburgh PA
Fee Only Financial Planner Located in Pittsburgh, PA and Serving Clients Nationwide
Lydia Sheckels, CFP®, CLU®, ChFC® - Wescott Financial Advisory Group - Philadelphia PA, Miami FL
Graham Ewing, CFP® - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
Martha Schilling - Schilling Group Advisors, LLC - Dresher PA
Robert Lindstrom, CFP® - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Patrick Runyen - Independence Advisors, LLC - Wayne PA
Brent Sutherland - Ntellivest LLC - Pittsburgh PA
Robert Boehner, CFP® - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
David Lafferty, CFP® - Wescott Financial Advisory Group - Philadelphia PA
William Aquila - Waypoint Financial, LLC - Dublin PA
Louis Cicero - F L Cicero Financial Services - West Chester PA
Michael Joyce - JoycePayne Partners - Bethlehem PA, Richmond VA
Katherine Holden, CFP®, ChFC® - Holden Financial Planning - Wayne PA
Thomas Terhaar - Conrad Siegel Investment Advisors - Harrisburg PA
Stephen McDade - Foundation Wealth Management, LLC - Media PA
Paul LaViola, CFP®, ChFC®, MST, MSFS - Foundation Wealth Management - Media PA Philadelphia PA
Christine Falvello, CFP® - Navigate Financial Advisors - Ocean View DE, Sugarloaf PA
Joyce Cole, CFP®, BS - J. Cole Financial Advisers, Inc. - Montpelier VT, Gansevoort NY, Philadelphia PA
Mike McCarthy, CFP®, CPA - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
Kenny Bauer - Marshall Financial Group - Doylestown PA
Jeremy Brenn, CFP®, MBA - Sensenig Capital Advisors - Fairview Village PA
Augustine Repetto, CFP®, MST - Locust Capital Management, LLC - Philadelphia PA
Susan Green - Wescott Financial Advisory Group - Philadelphia PA
Erin Baehr, CFP®, EA, ChFc - Baehr Family Financial, LLC - Chester NJ, Stroudsburg PA, Hackettstown PA Randolph NJ, Dover NJ, Wilkes-Barre PA, Morristown NJ
Thomas Walker, CFP®, ChFC®, MBA - Structured Asset Management, Inc. - Paoli PA
Drew Tignanelli, CFP®, CPA - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Kristofor Behn, CFP® - Fieldstone Financial - Boston MA, Bethesda MD, Wilmington DE, Foxboro MA, Alexandria VA, Radnor PA
Stephanie James, CFP® - Wescott Financial Advisory Group - Philadelphia PA
Robert Wilgos, CFP, MBA - Summit Financial Advisors, LLC - Newtown PA
Erik Evans, CFP®, CPA, CFS - GoalQueste, LLC - Berwyn PA
David Markle - Markle Wealth Management - Danielsville PA
Timothy Caban, CFP® - Copper Beech Advisors, LLC - Malvern PA
Samuel Feldbaum - Locust Capital Management - Penn Valley PA
Jonathan Heller - KEJ Financial Advisors, LLC - Newtown PA
Bobby Cremins - Metanoia Financial - Philadelphia PA
Jim McGowan, CFP® - Marshall Financial Group - Doylestown PA
Scott Worley - Buckingham Strategic Wealth - Wyomissing PA
Susan Slowinski, CFP®, CPA - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Robert Choiniere, CFP® - Plans to Prosper, LLC - Wexford PA Pittsburgh PA, Cranberry Township PA
Irene Giman - RTD Financial Advisors - Philadelphia PA
Vincent DeGiovanni, CFP®, MBA - Summit Financial Advisors, LLC - Newtown PA
Kevin Brosious, CFP®, CPA, PFS, MBA - Wealth Management, Inc. - Plymouth Meeting PA, Allentown PA, Bridgewater NJ
Russell Wild - Global Portfolios - Allentown PA
Jeffrey McClarren - McClarren Financial Advisors - Harrisburg PA, State College PA
Marilee Falco, ChFC®, CPA - JoycePayne Partners - Bethlehem PA
Jeremy Walter - Fident Financial, LLC - Lancaster PA
Edward Aufman, CFP® - Aufman Associates Inc. - Longboat Key FL, Sewickley PA Pittsburgh PA
Robert McCullough - MC2 Financial Advisers, Inc. - Newtown Square PA
Megan Donnelly - Quabbin Advisors, LLC - Moosic PA
William Heidig - FiscalWise, Inc. - Lancaster PA, Media PA
Steve Templeton - Templeton Financial Planning - Canonsburg PA, Pittsburgh PA, Moon Township PA
Fredrick Amrein, MBA, ChFc - Amrein Financial - Wynnewood PA
Steven Sivak - Innovate Wealth - Pittsburgh PA
Chiara Renninger - Buckingham Strategic Wealth - Wyomissing PA
Grant Rawdin, CFP®, JD - Wescott Financial Advisory Group - Philadelphia PA
Roger Bair, CFP® - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
Thomas Smedile, CPA/PFS, MST - Swarthmore Financial Advisors, Ltd. - Media PA
Karen McIntyre, CFP® - Wescott Financial Advisory Group - Philadelphia PA
George Blenner, CFP®, MBA - Summit Financial Advisors, LLC - Philadelphia PA, Doylestown PA, Newtown PA
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Donald Scholz - Marshall Financial Group - Doylestown PA